Cristo E Felix

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 02/2021
  J. P. Morgan Securities Llc
  Tucson, AZ
• 08/2019 → 02/2021
  J.P. Morgan Chase Bank, N.A.
  Tucson, AZ
• 10/2018 → 08/2019
  Bbva Compass Bank
  Tucson, AZ
• 10/2016 → 10/2018
  Bank Of America
  Marana, AZ
• 03/2015 → 10/2016
  Ritz Carlton
  Marana, AZ
• 03/2015 → 10/2016
  Hotel Services
  Marana, AZ
• 03/2021 → 01/2022
  Wells Fargo Clearing Services, Llc
  Green Valley, AZ
• 03/2021 → 01/2022
  Wells Fargo Bank, Na
  Green Valley, AZ
• 01/2022 → 07/2022
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 10/2022 → 05/2024
  Wells Fargo Clearing Services, Llc
  Chandler, AZ
• 09/2022 → 05/2024
  Wells Fargo Bank, Na
  Chandler, AZ
• 04/2025 → Present
  Morgan Stanley
  Gilbert, AZ
• 06/2024 → 10/2024
  Unemployed
  Tucson, AZ
• 10/2024 → 02/2025
  Guglielmo And Associates
  Tucson, AZ

Previous Registrations

• 2022-10-20 → 2024-06-12
  Wells Fargo Clearing Services, Llc
  Chandler, AZ
  St. Louis, MO
• 2022-03-15 → 2022-08-02
  Edelman Financial Engines
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-24
• S63 Uniform Securities Agent State Law Examination
  2019-11-20

Other Names

• Cristo Enrique Felixrangle
• Cristo Felix
• Cristo Enrique Felix
• Cristo E Felix